See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,193 | $29,660-35.3% | $56,411-66.0% | $80,856-76.3% |
| Participation rate | 58.3% | 41.6%+16.7pp | 52.5%+5.9pp | 67.6%-9.3pp |
| Annual return | 18.31% | 35.23%-16.9pp | 1701.33%-1683.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $548 | $669-18.1% | $1,039-47.2% | $2,755-80.1% |
| Participant deferral / active EE | $735 | $1,226-40.0% | $1,952-62.3% | $4,296-82.9% |
| Admin fee / account holder | $32,331 | $2,428+1231.8% | $2,829+1042.9% | $6,918+367.3% |